SEC Form 13F · Q1 2026

EverSource Wealth Advisors, LLC

Institutional Holdings Report (Amended)

13F-HR/AAL
$3.3B
Portfolio Value
27,822
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
EverSource Wealth Advisors, LLC
CIK
1710537
Accession No.
0001710537-26-000006
Location
BIRMINGHAM, AL
Form Type
13F-HR/A (Amendment)
Portfolio Value
$3.3B
Holdings Reported
27,822
Reporting Period
Q1 2026
Filed
May 18, 2026

About this Filing

EverSource Wealth Advisors, LLC is an institutional investment manager based in BIRMINGHAM, AL reporting approximately $3.3B in 13(f) securities across 27,822 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR/A filing on EDGAR.